0001714341-19-000002.txt : 20190515
0001714341-19-000002.hdr.sgml : 20190515
20190515161022
ACCESSION NUMBER: 0001714341-19-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190515
DATE AS OF CHANGE: 20190515
EFFECTIVENESS DATE: 20190515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Abbot Financial Management, Inc.
CENTRAL INDEX KEY: 0001714341
IRS NUMBER: 042795076
STATE OF INCORPORATION: MA
FISCAL YEAR END: 0630
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18115
FILM NUMBER: 19828171
BUSINESS ADDRESS:
STREET 1: 510 TURNPIKE STREET
STREET 2: SUITE #101
CITY: NORTH ANDOVER
STATE: MA
ZIP: 01845
BUSINESS PHONE: 9786889010
MAIL ADDRESS:
STREET 1: 510 TURNPIKE STREET
STREET 2: SUITE #101
CITY: NORTH ANDOVER
STATE: MA
ZIP: 01845
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001714341
XXXXXXXX
03-31-2019
03-31-2019
Abbot Financial Management, Inc.
510 TURNPIKE STREET
SUITE #101
NORTH ANDOVER
MA
01845
13F HOLDINGS REPORT
028-18115
N
Andrew Novelline
President
9786889010
Andrew Novelline
North Andover
MA
05-15-2019
0
118
128831
false
INFORMATION TABLE
2
afm13f33119.xml
AMAZON.COM INC
Stock
023135106
249
140
SH
SOLE
0
140
0
0
TECHNOLOGY SELECT SECTOR SPDR
ETF
81369Y803
2034
27480
SH
SOLE
0
27480
0
0
STARBUCKS CORP
Stock
855244109
335
4500
SH
SOLE
0
4500
0
0
BUCKEYE PARTNERS UTS L P UNIT LTD PARTNERSHIP INT
Stock
118230101
408
12004
SH
SOLE
0
12004
0
0
JOHNSON & JOHNSON COM
Stock
478160104
3258
23304
SH
SOLE
0
23304
0
0
COSTCO WHSL CORP NEW COM
Stock
22160K105
48
200
SH
SOLE
0
200
0
0
COSTCO WHSL CORP NEW COM
Stock
22160K105
363
1500
SH
Call
SOLE
0
1500
0
0
COSTCO WHSL CORP NEW COM
Stock
22160K105
412
1700
SH
Call
SOLE
0
1700
0
0
COSTCO WHSL CORP NEW COM
Stock
22160K105
48
200
SH
Call
SOLE
0
200
0
0
ISHARES MSCI EMERGING MARKETS ETF
ETF
464287234
219
5100
SH
SOLE
0
5100
0
0
UNDER ARMOUR INC CL C
Stock
904311206
195
10322
SH
SOLE
0
10322
0
0
PROCTER AND GAMBLE CO COM
Stock
742718109
2371
22787
SH
SOLE
0
22787
0
0
GENERAL MLS INC COM
Stock
370334104
261
5045
SH
SOLE
0
5045
0
0
ENTERPRISE PRODS PARTNERS L P
Stock
293792107
268
9200
SH
SOLE
0
9200
0
0
OCCIDENTAL PETE CORP COM
Stock
674599105
1034
15616
SH
SOLE
0
15616
0
0
INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETF
ETF
46137V787
1253
22700
SH
SOLE
0
22700
0
0
INTEL CORP COM
Stock
458140100
4317
80400
SH
SOLE
0
80399
0
0
INTEL CORP COM
Stock
458140100
7
200
SH
Call
SOLE
0
200
0
0
INTEL CORP COM
Stock
458140100
17
500
SH
Call
SOLE
0
500
0
0
STATE STR CORP COM
Stock
857477103
1145
17394
SH
SOLE
0
17394
0
0
CLOROX CO DEL COM
Stock
189054109
257
1600
SH
SOLE
0
1600
0
0
PEOPLES BK BRIDGEPORT CN
Stock
712704105
202
12305
SH
SOLE
0
12305
0
0
SEI INVESTMENTS CO
Stock
784117103
465
8900
SH
SOLE
0
8900
0
0
MERCK & CO INC
Stock
58933Y105
3013
36231
SH
SOLE
0
36230
0
0
SPDR S&P 500 ETF
ETF
78462F103
268
950
SH
SOLE
0
950
0
0
EMERSON ELEC CO COM
Stock
291011104
1878
27423
SH
SOLE
0
27423
0
0
DIAGEO PLC
ADR
25243Q205
994
6075
SH
SOLE
0
6075
0
0
SAFETY INSURANCE GROUP IN
Stock
78648T100
1131
12981
SH
SOLE
0
12981
0
0
CORNING INC COM
Stock
219350105
2372
71650
SH
SOLE
0
71650
0
0
VERIZON COMMUNICATIONS
Stock
92343V104
2442
41298
SH
SOLE
0
41298
0
0
CHUBB LIMITED COM
Stock
H1467J104
400
2856
SH
SOLE
0
2856
0
0
U S ANTIMONY CORP
Stock
911549103
16
34312
SH
SOLE
0
34312
0
0
FEDEX CORP
Stock
31428X106
1593
8780
SH
SOLE
0
8780
0
0
PEPSICO INC COM
Stock
713448108
1417
11563
SH
SOLE
0
11563
0
0
KIMBERLY CLARK CORP COM
Stock
494368103
2085
16829
SH
SOLE
0
16829
0
0
HOME DEPOT
Stock
437076102
1031
5375
SH
SOLE
0
5375
0
0
HEALTH CARE SELECT SECTOR SPDR
ETF
81369Y209
858
9350
SH
SOLE
0
9350
0
0
FS KKR CAPITAL CORP COM
CEF
302635107
202
33437
SH
SOLE
0
33437
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
084670702
226
1125
SH
SOLE
0
1125
0
0
GOOGLE INC
Stock
02079K305
2509
2132
SH
SOLE
0
2132
0
0
CSX CORP
Stock
126408103
676
9031
SH
SOLE
0
9031
0
0
MICROSOFT
Stock
594918104
6075
51513
SH
SOLE
0
51513
0
0
MICROSOFT
Stock
594918104
36
800
SH
Call
SOLE
0
800
0
0
MICROSOFT
Stock
594918104
27
600
SH
Call
SOLE
0
600
0
0
MICROSOFT
Stock
594918104
9
200
SH
Call
SOLE
0
200
0
0
MICROSOFT
Stock
594918104
18
400
SH
Call
SOLE
0
400
0
0
SCHLUMBERGER LTD COM
Stock
806857108
1071
24591
SH
SOLE
0
24591
0
0
CVS HEALTH CORP COM
Stock
126650100
939
17419
SH
SOLE
0
17418
0
0
BOEING CO COM
Stock
097023105
3261
8549
SH
SOLE
0
8549
0
0
VANGUARD MID-CAP INDEX FUND
ETF
922908629
2062
12825
SH
SOLE
0
12825
0
0
NIKE INC CLASS B
Stock
654106103
3661
43480
SH
SOLE
0
43480
0
0
FINANCIAL SELECT SECTOR SPDR
ETF
81369Y605
1728
67200
SH
SOLE
0
67200
0
0
VANGUARD FTSE EUROPE ETF
ETF
922042874
331
6170
SH
SOLE
0
6170
0
0
GENERAL MOTORS CORP
Stock
37045V100
1074
28950
SH
SOLE
0
28950
0
0
AIR PRODS & CHEMS INC COM
Stock
009158106
812
4252
SH
SOLE
0
4252
0
0
ISHARES RUSSELL 2000 ETF
ETF
464287655
1456
9510
SH
SOLE
0
9510
0
0
APOLLO GLOBAL MGMT LLC CL A SHS
Stock
037612306
234
8300
SH
SOLE
0
8300
0
0
MICRON TECHNOLOGY INC COM
Stock
595112103
527
12750
SH
SOLE
0
12750
0
0
AFLAC INC COM
Stock
001055102
1013
20254
SH
SOLE
0
20253
0
0
UNDER ARMOUR INC CL A
Stock
904311107
279
13201
SH
SOLE
0
13201
0
0
ISHARES DJ SELECT DIVIDEND
ETF
464287168
373
3795
SH
SOLE
0
3795
0
0
DUNKIN BRANDS GROUP INC COM
Stock
265504100
672
8951
SH
SOLE
0
8951
0
0
CHEMED CORP NEW COM
Stock
16359R103
384
1200
SH
SOLE
0
1200
0
0
VANGUARD VALUE ETF
ETF
922908744
447
4151
SH
SOLE
0
4151
0
0
VANGUARD GROWTH ETF
ETF
922908736
1521
9725
SH
SOLE
0
9725
0
0
PALO ALTO NETWORKS INC COM
Stock
697435105
389
1600
SH
SOLE
0
1600
0
0
NOVARTIS AG ADR
ADR
66987V109
2704
28126
SH
SOLE
0
28126
0
0
KINDER MORGAN INC
Stock
49456B101
1065
53202
SH
SOLE
0
53202
0
0
NVIDIA CORP
Stock
67066G104
391
2175
SH
SOLE
0
2175
0
0
GENUINE PARTS CO COM
Stock
372460105
378
3375
SH
SOLE
0
3375
0
0
ABBVIE INC COM
Stock
00287Y109
1822
22609
SH
SOLE
0
22609
0
0
CELANESE CORP DEL COM
Stock
150870103
823
8350
SH
SOLE
0
8350
0
0
POWERSHARES FINANCIAL PREFERRED ETF
ETF
46137V621
286
15682
SH
SOLE
0
15682
0
0
BLACKSTONE GROUP LP
Stock
09253U108
958
27400
SH
SOLE
0
27400
0
0
GRACO INC COM
Stock
384109104
542
10950
SH
SOLE
0
10950
0
0
ZIMMER HLDGS INC
Stock
98956P102
215
1680
SH
SOLE
0
1680
0
0
STRYKER CORP
Stock
863667101
514
2600
SH
SOLE
0
2600
0
0
LAZARD LTD SHS -A -
Stock
G54050102
857
23725
SH
SOLE
0
23725
0
0
MCDONALDS CORP COM
Stock
580135101
2465
12983
SH
SOLE
0
12983
0
0
CISCO SYS INC
Stock
17275R102
4217
78104
SH
SOLE
0
78103
0
0
CISCO SYS INC
Stock
17275R102
10
400
SH
Call
SOLE
0
400
0
0
CISCO SYS INC
Stock
17275R102
10
400
SH
Call
SOLE
0
400
0
0
CISCO SYS INC
Stock
17275R102
21
800
SH
Call
SOLE
0
800
0
0
AT&T INC COM
Stock
00206R102
1737
55392
SH
SOLE
0
55392
0
0
MATERIALS SELECT SECTOR SPDR
ETF
81369Y100
1003
18075
SH
SOLE
0
18075
0
0
ISHARES NASDAQ BIOTECHNOLOGY
ETF
464287556
659
5898
SH
SOLE
0
5898
0
0
GENERAL ELECTRIC CO COM
Stock
369604103
194
19467
SH
SOLE
0
19467
0
0
GENERAL ELECTRIC CO COM
Stock
369604103
5
500
SH
Call
SOLE
0
500
0
0
SPDR S&P REGIONAL BANKING ETF
ETF
78464A698
773
15050
SH
SOLE
0
15050
0
0
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
ETF
81369Y407
854
7500
SH
SOLE
0
7500
0
0
ONEOK INC NEW COM
Stock
682680103
408
5844
SH
SOLE
0
5844
0
0
PENNANTPARK INVSTMNT CRP
CEF
708062104
829
119900
SH
SOLE
0
119900
0
0
CINTAS CORP COM
Stock
172908105
285
1410
SH
SOLE
0
1410
0
0
SALESFORCE COM
Stock
79466L302
285
1800
SH
SOLE
0
1800
0
0
LOCKHEED MARTIN CORP
Stock
539830109
2007
6685
SH
SOLE
0
6685
0
0
JPMORGAN CHASE & CO COM
Stock
46625H100
4353
43005
SH
SOLE
0
43005
0
0
CHEVRON CORP NEW COM
Stock
166764100
1125
9131
SH
SOLE
0
9131
0
0
CONOCOPHILLIPS COM
Stock
20825C104
1130
16933
SH
SOLE
0
16932
0
0
VANGUARD FTSE DEVELOPED MARKETS ETF
ETF
921943858
1255
30711
SH
SOLE
0
30711
0
0
BANK AMER CORP COM
Stock
060505104
3434
124479
SH
SOLE
0
124479
0
0
JHANCOCK TAX-ADV DIVIDEND INCOME
CEF
41013V100
556
22405
SH
SOLE
0
22405
0
0
INTL BUSINESS MACHINES
Stock
459200101
774
5489
SH
SOLE
0
5489
0
0
ORACLE CORPORATION
Stock
68389X105
395
7355
SH
SOLE
0
7354
0
0
UNITED TECHNOLOGIES CORP COM
Stock
913017109
1259
9765
SH
SOLE
0
9765
0
0
TEXAS INSTRS INC COM
Stock
882508104
1020
9616
SH
SOLE
0
9616
0
0
PFIZER INC COM
Stock
717081103
2903
68355
SH
SOLE
0
68355
0
0
MORGAN STANLEY COM NEW
Stock
617446448
821
19450
SH
SOLE
0
19450
0
0
3M CO COM
Stock
88579Y101
2689
12940
SH
SOLE
0
12940
0
0
INTERNATIONAL GAME TECHNOLOGY SHS USD
Stock
G4863A108
457
35200
SH
SOLE
0
35200
0
0
VANGUARD DIVIDEND APPRECIATION INDEX FUND
ETF
921908844
789
7200
SH
SOLE
0
7200
0
0
DOMINION RESOURCES INC
Stock
25746U109
286
3729
SH
SOLE
0
3729
0
0
CITIGROUP INC
Stock
172967424
286
4590
SH
SOLE
0
4590
0
0
EXXON MOBIL CORP COM
Stock
30231G102
947
11716
SH
SOLE
0
11716
0
0
TORONTO DOMINION BANK
Stock
891160509
322
5930
SH
SOLE
0
5930
0
0
ISHARES MSCI EAFE ETF
ETF
464287465
444
6846
SH
SOLE
0
6846
0
0
APPLE INC
Stock
037833100
3645
19188
SH
SOLE
0
19188
0
0
ABBOTT LABS COM
Stock
002824100
1016
12708
SH
SOLE
0
12708
0
0
DISNEY WALT CO COM DISNEY
Stock
254687106
1932
17402
SH
SOLE
0
17402
0
0